Presented by Tom Millner, Chief Executive Officer, BKI Investment Company Limited.
Tom provides an update on the Australian equity market for the first quarter of FY2012 including: views from the recent reporting season, top 20 investments, portfolio valuation, cash position, performance returns and market outlook. He discusses the sectors BKI is and isn’t investing in as well as examples of the company’s investment process in practice. Tom also considers the impacts and opportunities for BKI shareholders after the recent New Hope Corporation announcement involving the formal bidding process.
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